Focused Wealth Management, Inc Portfolio Holdings

Focused Wealth Management, Inc

  • $906 Million
  • Q3 2025

Focused Wealth Management, Inc has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $906 Million distributed in 208 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $150M, Vanguard Value ETF with a value of $122M, Invesco Qqq Trust, Series 1 with a value of $106M, Vanguard Intermediate Term Cor with a value of $41.7M, and Vanguard Whitehall Fds (Vangua with a value of $28.9M.

Examining the 13F form we can see an increase of $85.5M in the current position value, from $820M to 906M.

Below you can find more details about Focused Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $906 Million
ETFs: $685 Million
Technology: $63.5 Million
Financial Services: $57.4 Million
Communication Services: $29.1 Million
Consumer Cyclical: $21.9 Million
Industrials: $12.9 Million
Healthcare: $11.9 Million
Consumer Defensive: $7.56 Million
Other: $16.9 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.38T
$27.1 Million 2.99% of portfolio
106,276
Q3 2025 Reduced 0.31%
$1.65T
$10.9 Million 1.2% of portfolio
44,780
Q3 2025 Added 3.98%
$1.28T
$10.5 Million 1.16% of portfolio
23,688
Q3 2025 Added 0.41%
$474B
$9.42 Million 1.04% of portfolio
50,497
Q3 2025 Added 2.0%
$2.39T
$8.08 Million 0.89% of portfolio
36,807
Q3 2025 Added 2.21%
$1.37T
$7.85 Million 0.87% of portfolio
10,688
Q3 2025 Added 0.94%
$3.8T
$5.92 Million 0.65% of portfolio
11,431
Q3 2025 Reduced 2.33%
$662B
$5.36 Million 0.59% of portfolio
10,669
Q3 2025 Added 2.14%
$422B
$5.09 Million 0.56% of portfolio
98,709
Q3 2025 Reduced 30.52%
$270B
$4.29 Million 0.47% of portfolio
5,381
Q3 2025 Added 2.05%
$274B
$4.04 Million 0.45% of portfolio
14,331
Q3 2025 Added 6.43%
$292B
$3.96 Million 0.44% of portfolio
8,305
Q3 2025 Added 2.11%
$891B
$3.41 Million 0.38% of portfolio
10,807
Q3 2025 Added 0.93%
$333B
$3.31 Million 0.37% of portfolio
11,002
Q3 2025 Added 1.49%
$278B
$2.75 Million 0.3% of portfolio
26,671
Q3 2025 Added 5.33%
$497B
$2.66 Million 0.29% of portfolio
23,589
Q3 2025 Reduced 3.47%
$1.69T
$2.22 Million 0.25% of portfolio
9,130
Q3 2025 Reduced 1.53%
$411B
$1.95 Million 0.22% of portfolio
8,427
Q3 2025 Added 6.32%
$342B
$1.8 Million 0.2% of portfolio
9,868
Q3 2025 Added 0.98%
$512B
$1.28 Million 0.14% of portfolio
6,879
Q3 2025 Added 0.34%
$601B
$1.17 Million 0.13% of portfolio
4,167
Q3 2025 Added 5.15%
$495B
$947,000 0.1% of portfolio
790
Q3 2025 Reduced 0.13%
$320B
$683,000 0.08% of portfolio
9,992
Q3 2025 Reduced 0.1%
$235B
$621,000 0.07% of portfolio
7,409
Q3 2025 Reduced 0.15%
$350B
$504,000 0.06% of portfolio
3,286
Q3 2025 Reduced 0.18%
$540B
$577,000 0.06% of portfolio
1,693
Q3 2025 Added 48.38%
$974B
$581,000 0.06% of portfolio
762
Q3 2025 Added 8.86%
$241B
$463,000 0.05% of portfolio
2,855
Q3 2025 Reduced 2.83%
$323B
$414,000 0.05% of portfolio
4,950
Q3 2025 Added 89.22%
$371B
$468,000 0.05% of portfolio
1,157
Q3 2025 Added 4.9%
$407B
$375,000 0.04% of portfolio
2,100
Q3 2025 Added 5.9%
$226B
$257,000 0.03% of portfolio
848
Q3 2025 Added 4.05%
$309B
$301,000 0.03% of portfolio
1,941
Q3 2025 Added 8.31%
$398B
$299,000 0.03% of portfolio
1,849
Q3 2025 Reduced 26.36%
$201B
$271,000 0.03% of portfolio
1,931
Q3 2025 Added 0.73%
$244B
$239,000 0.03% of portfolio
1,012
Q3 2025 Added 4.76%

Summary

  • Portfolio
  • No. of Stocks 208
  • Current Value $906 Million
  • Prior Value $820 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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